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- Tasks: Join our Community Broking team to drive sales and manage client relationships.
- Company: Lloyd & Whyte, part of Benefact Group, is a leading insurance provider with a charitable mission.
- Benefits: Enjoy 28 days annual leave, your birthday off, and health benefits including income protection.
- Why this job: Be part of an inclusive, purpose-driven organisation that values personal and professional growth.
- Qualifications: Experience in the UK Insurance Market and Cert CII qualification preferred.
- Other info: We welcome diverse applicants and offer support throughout the recruitment process.
The predicted salary is between 34400 - 52200 £ per year.
Salary: Up to £43,000.00 (depending on experience) plus bonus potential
Working hours: 35
Duration: Permanent
Location: St. Clears
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking team in their St Clears office. This role will see the successful individual supporting the wider Community Broking Team(s) to deliver sales and renewal income targets through effective sales and relationship management techniques. Conducting effective client review meetings with existing and new clients to maximise business opportunities supporting the business strategy.
We are looking for enthusiastic insurance professionals looking for their next career move, and are open to applications across the South West & South Wales. Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities
- Achieve individual and team targets as set and agreed
- Identification of new prospects, decision makers and renewal dates, using our prospect database and own research being proactive to outbound call and run individual regional campaigns
- Handling, and potential reorganisation, of new leads and client meetings
- Maintain a comprehensive diary system and activity log to manage day to day income generation
- Provide professional support and advice to customers through review ensuring high levels of service making sure clients’ needs are met and expectations are exceeded maximising cross sell opportunities at all times
- Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication
- SMART and effective management of time and resource to maximise opportunity to visit all relevant clients in a cost effective way including mid-term client meetings
- Work in partnership with all colleagues in the commercial development team as required to maximise opportunities
- Presentation in partnership with all colleagues in the commercial development team as required to maximise opportunities
- Underwrite scheme policies in line with underwriting authority levels and referral guidelines
- Ensure focused on collection of client money within company guidelines
- Assist in the development of payment plans through cross selling, and assisting with new plan customers and the growth of existing plans
- To be professional when representing Lloyd & Whyte Ltd at external events, e.g. relevant conferences/events and customer visits
- Identify and research potential new markets, products, prospects and introducers
Knowledge, skills and experience
- Demonstrable experience working within the UK Insurance Market
- Previous experience within a similar AE/Sales role
- Cert CII qualification (or qualified by experience)
What we offer
- 28 days annual leave plus bank holidays
- Your birthday off
- An array of health and wellbeing benefits, company cash plan, income protection and life assurance
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
Account Executive employer: Benefact Group
Contact Detail:
Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Familiarise yourself with the insurance market in the UK, especially focusing on the specific areas that Lloyd & Whyte operates in. Understanding their niche services will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with current or former employees of Lloyd & Whyte to gain insights into the company culture and expectations for the Account Executive role. This can provide you with valuable information that can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience in sales and relationship management, as these are key components of the role. Have specific examples ready that demonstrate your success in achieving targets and managing client relationships.
✨Tip Number 4
Show your enthusiasm for the company's charitable ethos and community involvement. Being able to articulate how you align with their values can make a strong impression during the interview process.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the UK Insurance Market and any previous sales roles. Use keywords from the job description to demonstrate that you meet the specific requirements for the Account Executive position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of their community broking approach and how your skills can contribute to achieving sales and renewal income targets.
Highlight Relationship Management Skills: Emphasise your experience in client relationship management. Provide examples of how you've successfully managed client expectations and maximised business opportunities in previous roles.
Showcase Your Qualifications: If you hold a Cert CII qualification or have relevant experience, make sure to mention this prominently in your application. This will help demonstrate your credibility and suitability for the role.
How to prepare for a job interview at Benefact Group
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of the UK insurance market. Be prepared to discuss your previous experience and how it relates to the role of an Account Executive. Highlight any specific achievements or challenges you've faced in past roles.
✨Demonstrate Relationship Management Skills
Since this role involves a lot of client interaction, be ready to share examples of how you've successfully managed client relationships in the past. Discuss your approach to client meetings and how you ensure their needs are met.
✨Show Enthusiasm for the Role
Lloyd & Whyte is looking for enthusiastic candidates, so make sure your passion for the insurance industry shines through. Talk about why you're excited about this opportunity and how it aligns with your career goals.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the company and the role. You might ask about the team dynamics, opportunities for professional development, or the company's future plans.
